Operations Administrator
Confidential
Posted: May 11, 2026
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Quick Summary
Operational assistant to ensure accurate data and billing processes, with a focus on compliance and integrity.
Required Skills
Job Description
The Mission
We are seeking a Pathfinder. A proactive, detail-obsessed professional to serve as the backbone of our administrative, billing, and compliance operations. You won’t just follow a map; you will help refine it. You will be responsible for ensuring that our Zoho CRM remains a "source of truth," that our billing is airtight, and that our compliance standards are never compromised.
Key Responsibilities
CRM & Data Integrity
Audit and maintain records within Zoho CRM to ensure data accuracy.
Manage lead-to-signed workflows, ensuring all mandatory compliance documentation is attached before moving stages.
Generate weekly reports on pipeline health and administrative bottlenecks.
Airtight Billing & Finance
Execute end-to-end billing cycles: Manage and communicate invoicing and billing information to all relevant internal teams and external stakeholders, ensuring timely updates and engagement.
Reconcile accounts and follow up on overdue invoices with firm yet professional persistence.
Identify and resolve billing discrepancies before they reach the client.
Rigorous Compliance
Act as the "final gatekeeper" for industry-specific regulatory requirements.
Maintain organized digital filing systems and ensure all contracts are fully executed and stored.
Keep abreast of changing regulations to update internal checklists.
Process Optimization (The "Pathfinding")
Identify "friction points" in our current admin processes and propose Zoho automation solutions to fix them.
The Ideal Profile
The "Eye"
You spot a double-space or a missing decimal point from a mile away.
The "Brain"
You understand the logic of CRM workflows. You don't just click buttons; you understand the why.
The "Grit"
You are "super reliable." If a task is in your hands, the team considers it done.
The "Voice"
You can communicate complex billing or compliance issues to suppliers with clarity and wit.
Technical Requirements
Advanced Proficiency in Zoho CRM: (CRM, Blueprints, Canvas, and Reports).
Qualification: Data and/or Finance related
Experience in Billing/Bookkeeping is a bonus
Compliance Literacy: Experience handling sensitive data, contracts, or regulatory filings.
Project Management: Ability to juggle multiple deadlines without dropping a single plate.